BWA

BDO Wealth Advisors Portfolio holdings

AUM $872M
1-Year Est. Return 15.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$752M
AUM Growth
-$60.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,177
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$6.15M
3
+$2.7M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.9M
5
BXSL icon
Blackstone Secured Lending
BXSL
+$1.9M

Top Sells

1
+$13.1M
2
+$11M
3
+$8.96M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$4.26M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$2.88M

Sector Composition

1 Technology 8.6%
2 Financials 5.45%
3 Healthcare 5.04%
4 Consumer Discretionary 3.9%
5 Industrials 3.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$10K ﹤0.01%
452
-83
702
$10K ﹤0.01%
+208
703
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+204
704
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+279
705
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300
-300
706
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210
707
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289
-58
708
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47
709
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532
-336
710
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1,500
711
$10K ﹤0.01%
35
-40
712
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140
713
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224
+1
714
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415
715
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57
-9
716
$10K ﹤0.01%
293
717
$10K ﹤0.01%
3,846
718
$9K ﹤0.01%
+158
719
$9K ﹤0.01%
50
720
$9K ﹤0.01%
+700
721
$9K ﹤0.01%
160
722
$9K ﹤0.01%
115
723
$9K ﹤0.01%
+220
724
$9K ﹤0.01%
18
725
$9K ﹤0.01%
+127
27 28
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